UBS AM

UBS AM Portfolio holdings

AUM $481B
1-Year Est. Return 26.42%
 

UBS Asset Management (UBS AM), a division of UBS Group AG with origins tied to the bank’s founding in 1862, is headquartered in Zurich, Switzerland, and manages hundreds of billions in assets for institutional, intermediary, and wealth management clients globally. Specializing in a broad range of investment strategies—including equities, fixed income, multi-asset, alternatives, and sustainable investing—UBS AM leverages the firm’s extensive research capabilities and global network to deliver tailored solutions. Known for its focus on risk management and innovation, it offers products like ETFs, index funds, and private market investments, catering to diverse needs from pension funds to high-net-worth individuals. As part of UBS’s broader ecosystem, UBS AM combines Swiss precision with a commitment to ESG principles, solidifying its position as a leader in the asset management industry.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,871
New
Increased
Reduced
Closed

Top Buys

1 +$1.86B
2 +$1.82B
3 +$1.61B
4
MSFT icon
Microsoft
MSFT
+$1.53B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.35B

Top Sells

1 +$822M
2 +$481M
3 +$300M
4
EMBJ
Embraer S.A. ADS
EMBJ
+$284M
5
META icon
Meta Platforms (Facebook)
META
+$265M

Sector Composition

1 Technology 35.15%
2 Financials 12.09%
3 Healthcare 10.43%
4 Consumer Discretionary 9.97%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ICLN icon
3326
iShares Global Clean Energy ETF
ICLN
$3.07B
$9.07K ﹤0.01%
+496
WPP icon
3327
WPP
WPP
$4B
$9.07K ﹤0.01%
583
+402
LVHD icon
3328
Franklin US Low Volatility High Dividend Index ETF
LVHD
$589M
$9.06K ﹤0.01%
213
CIM
3329
Chimera Investment
CIM
$1.13B
$8.99K ﹤0.01%
716
-138,981
SBSW icon
3330
Sibanye-Stillwater
SBSW
$8.6B
$8.98K ﹤0.01%
+729
LNSR icon
3331
LENSAR
LNSR
$73.2M
$8.95K ﹤0.01%
+1,502
BRT
3332
BRT Apartments
BRT
$275M
$8.95K ﹤0.01%
671
+564
XOMA icon
3333
Xoma
XOMA
$523M
$8.88K ﹤0.01%
+283
QCLN icon
3334
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$867M
$8.88K ﹤0.01%
191
CWBC
3335
Community West Bancshares
CWBC
$651M
$8.83K ﹤0.01%
379
+243
BCML icon
3336
BayCom
BCML
$336M
$8.8K ﹤0.01%
296
+194
SFL icon
3337
SFL Corp
SFL
$1.61B
$8.78K ﹤0.01%
814
+462
SPMO icon
3338
Invesco S&P 500 Momentum ETF
SPMO
$19.5B
$8.74K ﹤0.01%
+78
QFIN icon
3339
Qfin Holdings
QFIN
$1.53B
$8.55K ﹤0.01%
662
+547
DCOR icon
3340
Dimensional US Core Equity 1 ETF
DCOR
$3.1B
$8.51K ﹤0.01%
+118
SMC
3341
Summit Midstream
SMC
$428M
$8.47K ﹤0.01%
280
+239
BILS icon
3342
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.92B
$8.45K ﹤0.01%
+85
KRT icon
3343
Karat Packaging
KRT
$528M
$8.38K ﹤0.01%
300
+188
PYLD icon
3344
PIMCO Multi Sector Bond Active ETF
PYLD
$13.6B
$8.36K ﹤0.01%
319
NLOP
3345
Net Lease Office Properties
NLOP
$178M
$8.35K ﹤0.01%
725
+644
FSBW icon
3346
FS Bancorp
FSBW
$301M
$8.34K ﹤0.01%
216
+184
FNWD icon
3347
Finward Bancorp
FNWD
$141M
$8.24K ﹤0.01%
227
+127
RNA
3348
Atrium Therapeutics
RNA
$223M
$8.18K ﹤0.01%
+612
CGCP icon
3349
Capital Group Core Plus Income ETF
CGCP
$7.76B
$8.18K ﹤0.01%
366
OVBC icon
3350
Ohio Valley Banc Corp
OVBC
$226M
$8.16K ﹤0.01%
+186